Remove 2004 Remove Assets Remove Valuation
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Tata Technologies IPO Review – GMP, Details & Much More

Trade Brains

Their last offer being from Tata Consultancy Services in 2004. When we look closely at its Balance Sheet we realise that Trade Receivables are its biggest Asset constituting 21.27% of the total Balance Sheet. The Company has Contract Assets worth Rs. 718 Cr which become the 3rd largest group of assets of the Company.

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Transcript: Victor Khosla, Strategic Value Partners

The Big Picture

They do everything from hard assets like real estate, infrastructure, aircraft, power plants, to private debt, event driven opportunities. So there was some assets that were salvageable. The buy side is Sarah Bris or more have their own pile of assets from their limited partners. And then you say, what is the business worth?

Banking 147
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Transcript: Marta Norton

The Big Picture

They advise or directly manage about $250 billion in flying assets. And actually, I was at the PPI, most people may not remember this, but in 2004, the PPI was a month and a half late. RITHOLTZ: So how do you find your way from economist to analyst to asset manager? RITHOLTZ: You said, I know, I want to run assets.

Portfolio 130
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Investment Perspectives | Bubbles II

Brown Advisory

Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. Some might argue that the Fed’s policy could trigger another crisis as asset prices become overly inflated.

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Market, Stocks, and Bonds Lessons Learned from 2022 | Weekly Market Commentary | January 9, 2023

James Hendries

economy to avoid recession, and support above-average valuations. The relationship between inflation and stock valuations is a strong one, as shown in Figure 2 , which meant the market could no longer support price-to-earnings (P/E) ratios over 20 (the same goes for the relationship between interest rates and stock valuations).

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EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks

Brown Advisory

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. stocks since the middle of 2004.

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EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks

Brown Advisory

Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. 30, 2010, this underweighting was the largest positive contributor to the model’s relative performance out of all of our asset allocation decisions.